Senior Wealth Advisor & Team Mentor

Charles Schwab; Tampa (FL); On-site; USD 140,000 - 240,000; Full time

Benefits offered by this job

401(k) with match

Employee stock purchase plan

Paid time off

Sabbatical after years of service

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab in Tampa seeks a Senior Manager, Wealth Advisor to join Schwab Wealth Advisory (SWA). You will act as a fiduciary, offering comprehensive investment guidance across stocks, bonds, ETFs, mutual funds, and separately managed accounts, while leading a dedicated SWA team to deliver an exceptional client experience.

The role requires CFP or CFA designation, FINRA Series 7 and 66 licenses, a Bachelor's degree, and 5+ years of advisory experience with creating and customizing financial

Qualifications

• Bachelor’s degree required.
• CFP or CFA designation required.
• Active FINRA Series 7 license required (May be obtained with a 120-day condition of employment).
• Active FINRA Series 66 license required (May be obtained with a 120-day condition of employment).
• Five or more years of advisory experience with creating and customizing financial plans and portfolios for clients.

Responsibilities

• Mentor junior SWA team members.
• Provide fiduciary financial advice and portfolio management to clients.
• Develop and customize comprehensive financial plans for clients.

Skills

CFP designation

CFA designation

FINRA Series 7

FINRA Series 66

Advisory experience

Education

Bachelor's degree

CFP designation

CFA designation

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab in Tampa seeks a Senior Manager, Wealth Advisor to join Schwab Wealth Advisory (SWA). You will act as a fiduciary, offering comprehensive investment guidance across stocks, bonds, ETFs, mutual funds, and separately managed accounts, while leading a dedicated SWA team to deliver an exceptional client experience.

The role requires CFP or CFA designation, FINRA Series 7 and 66 licenses, a Bachelor's degree, and 5+ years of advisory experience with creating and customizing financial